🎯 Free 30-Minute AI Readiness Check — a short call plus a one-page summary. No pitch.
✦ The ExecuteCX Assessment — fixed fee, two tracks

Know what AI can take off your plate — in three weeks.

A fixed-fee diagnostic across 12 dimensions of your operation — Voice AI or Process Automation. You get a written report, a scorecard, and your top opportunities quantified in dollars. About four hours of your team’s time.

Start with a free 30-minute call. We run two assessments per month.

2 slots per month
📊
12-dimension scorecard
Rated against mid-market benchmarks
💰
Top 3 opportunities, quantified
Dollar estimates, not hand-waving
🗺️
A 90-day roadmap
What to do first, and what it’s worth
🧑‍💼
One-hour executive readout
Findings walked through with your leadership
The Problem

Most mid-market contact centers are leaking money in the same three places.

Somewhere between 28% and 42% of your call volume is a handful of repeatable intents — “where is my order,” balance inquiries, claims status. Your agents answer them all day. Your IVR frustrates callers into pressing 0. And your legacy telephony contract renews itself every year because nobody has time to build the business case against it.

You suspect AI and cloud could fix this. But vendor demos aren’t analysis, and the big consultancies won’t return your call for less than a seven-figure engagement.

What We Evaluate

What the assessment covers

We evaluate your operation across 12 dimensions:

📞 Call volume & demand patterns

🎯 Contact intents & drivers

🧑‍💻 Agent skills & staffing model

🏗️ Telephony & infrastructure

🤖 IVR & self-service

🔌 Integrations — CRM, ticketing, core systems

📊 Data & reporting

🧠 AI readiness

🔒 Security & compliance

💵 Cost profile

📈 KPIs & performance

🔄 Change capacity

Deliverables

What you get

Four concrete deliverables — yours to keep, whoever you hire.

A 12-dimension scorecard

Where you stand today, rated against mid-market benchmarks.

Your top 3 opportunities, quantified

The specific automations, deflections, or process changes with the biggest payback — with dollar estimates.

A 90-day roadmap

What to do first, what it takes, and what it’s worth.

A one-hour executive readout

We walk your leadership through the findings and answer everything.

How It Works

Three weeks. About four hours of your time.

1

Week 1 — Discover

A 45-minute kickoff, two or three short stakeholder interviews, and a data request — reports you already have, no system access required.

2

Week 2 — Analyze

We dig into your volumes, intents, IVR flows, tech stack, and cost structure. Your time required: roughly zero.

3

Week 3 — Quantify & Deliver

We benchmark you against industry standards, model the ROI of your top opportunities, and deliver the written report in a one-hour executive readout.

Total time investment from your team: about four hours across three weeks.

About ExecuteCX

ExecuteCX modernizes mid-market contact centers on Amazon Connect and automates the work — both customer-facing and behind the scenes — so agents handle exceptions, not transactions. Founder-led, AI-fluent, and accountable for outcomes.

Why fixed-fee?

Because the assessment is the product, not a pitch. It’s our methodology, benchmarks, and ROI modeling applied to your operation — and every deliverable is yours to keep: the scorecard, the dollar-quantified opportunities, and a roadmap worth keeping even if you never hire us. Not sure it’s worth it? That’s what the free 30-minute call is for.

Who it’s for

Businesses with 10–200+ contact center agents in retail and e-commerce, financial services — banks, credit unions, lenders — and insurance. If you’re running legacy on-prem telephony or an aging cloud setup and wondering what AI can actually do for you, you’re exactly who this is built for.

Not a fit: enterprises with 1,000+ agents mid-RFP with a Big 4 firm, or teams under 10 agents — we’ll point you to self-serve resources instead.

Two assessment slots open per month.

We cap active assessments at two so each one gets real analysis, not a template. Start with a free 30-minute call — we’ll confirm fit, pick your track (Voice AI or Process Automation), and scope the fixed fee.

Thanks — you’re in. We’ll reach out within one business day to schedule your free 30-minute call.
Something went wrong. Email us at info@executecx.com instead.